MAIDSTONE WEALTH MANAGEMENT, LLC
CRD #291873 SEC #801-133919 CAMBRIDGE, NY 518-677-7358
SEC Registered
Total AUM
$25.5M
Discretionary
$25.5M
Employees
1
Clients
26
Accounts
33
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LULLA, STEPHEN, HOWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LULLA, STEPHEN, HOWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LULLA, STEPHEN, HOWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LULLA, STEPHEN, HOWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 15, 2025 REGISTERED
Notice Filings (1)
NY
Address
4 EAST MAIN STREETSUITE B
CAMBRIDGE, NY 12816
United States
Phone: 518-677-7358